OILGX Mutual Fund

NAV$26.18

AUM$1.6B

TER0.95%

Holdings135

OILGX Mutual Fund

NAV$26.18

Optimum Large Cap Growth Fund Class I

AUM$1.6B

TER0.95%

Holdings135

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Holdings Overlap Analysis

Compare OILGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OILGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OILGX Mutual Fund Overlap Analysis

OILGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OILGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 135 holdings, OILGX may share significant positions with broad-market funds.

OILGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OILGX tax-loss harvesting finds highly correlated but non-identical funds.